SF
CMI icon

Summit Financial’s Cummins CMI Stock Holding History

Summit Financial’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Buy
1,516
+292
+24% +$165K 0.01% 844
2025
Q4 		$625K Buy
1,224
+38
+3% +$17.8K 0.01% 813
2025
Q3 		$501K Buy
1,186
+283
+31% +$108K 0.01% 881
2025
Q2 		$296K Sell
903
-82
-8% -$25.4K 0.01% 686
2025
Q1 		$309K Sell
985
-16
-2% -$5.64K 0.01% 602
2024
Q4 		$349K Buy
1,001
+106
+12% +$37.2K 0.01% 506
2024
Q3 		$290K Sell
895
-50
-5% -$14.8K 0.01% 469
2024
Q2 		$262K Buy
+945
New +$270K 0.01% 443

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial's CMI Position: Q1 2026 in Review

Summit Financial increased its Cummins (CMI) stake by 24% in Q1 2026, buying an estimated $165K and bringing the position to 1,516 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #844.

Summit Financial first reported a position in CMI in Q2 2024 and has held it in 8 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Summit Financial held 1,516 shares of Cummins worth $816K as of Q1 2026.
  • Summit Financial bought 292 Cummins shares in Q1 2026, an estimated $165K.
  • Cummins made up 0.01% of Summit Financial's portfolio in Q1 2026, its #844 holding.
  • Summit Financial first reported a position in Cummins in Q2 2024 and has held it in 8 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.